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Diversify Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Diversify Wealth Management’s Portfolio JPI Stock Details JPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$307K Buy
14,961
+206
+1% +$4.23K 0.02% 453
2025
Q1 		$292K Sell
14,755
-1,398
-9% -$27.7K 0.02% 441
2024
Q4 		$319K Buy
+16,153
New +$319K 0.02% 424